WIM

WealthPlan Investment Management Portfolio holdings

AUM $1.51B
1-Year Est. Return 15.08%
This Quarter Est. Return
1 Year Est. Return
+15.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.37B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
373
New
Increased
Reduced
Closed

Top Buys

1
+$87.6M
2
+$39.3M
3
+$34M
4
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$25.2M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$25M

Top Sells

No sells this quarter

Sector Composition

1 Technology 9.65%
2 Consumer Staples 9.1%
3 Industrials 7.72%
4 Healthcare 7.55%
5 Financials 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$875K 0.06%
+11,842
177
$866K 0.06%
+8,961
178
$859K 0.06%
+8,618
179
$833K 0.06%
+22,721
180
$832K 0.06%
+8,498
181
$832K 0.06%
+1,533
182
$821K 0.06%
+15,608
183
$817K 0.06%
+6,698
184
$811K 0.06%
+3,635
185
$786K 0.06%
+24,002
186
$775K 0.06%
+65,326
187
$764K 0.06%
+9,533
188
$755K 0.06%
+10,384
189
$750K 0.05%
+2,075
190
$747K 0.05%
+14,895
191
$739K 0.05%
+15,475
192
$739K 0.05%
+8,680
193
$726K 0.05%
+9,077
194
$721K 0.05%
+16,545
195
$707K 0.05%
+3,176
196
$705K 0.05%
+6,727
197
$697K 0.05%
+42,693
198
$696K 0.05%
+15,612
199
$696K 0.05%
+6,994
200
$696K 0.05%
+3,258
6 7
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